Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Quotes - Remove PDF attachment from email

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    24 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we recognise our customers find the option of whether to include a PDF when sending invoices today useful and thank you for you feedback on why you'd also like to see this reflected in Quotes. Our team are considering this for a future opportunity in Quotes and I want to assure you they are well aware of the idea for this here. However, we want to be upfront that we don't have any direct work planned for this right now. We will be sure to share any updates or progress when it comes, with you all here. 

    An error occurred while saving the comment
    Brandon Flath commented  · 

    This is mission critical as we have some confidentiality agreements that we can't include a pdf. Not to mention some clients web filters and security policies block pdf attachments. Please enable the option to NOT include the pdf of the quote, we should be able to pick, just link, just pdf or both.

    Brandon Flath supported this idea  ·